Announcing Our New Partner, John Fales

We are pleased to announce the promotion of John Fales to Principal of the firm. John has evidenced his commitment to our firms and our clients during his time with Searcy Financial Services and Allos Investment Advisors. We are delighted to have him join our Executive Team and we believe his new role as Principal will enhance our firm’s continued commitment to our clients’ success.

John specializes in serving clients who lack the time or desire to keep up with a quickly evolving market by managing and monitoring their financial plan and investments so that these tools are working to help clients realize their goals. As a Certified Investment Management Analyst®, he oversees qualitative and quantitative analysis and reports technical conditions to our Investment Team which manages asset allocation and security selection decisions.

He is also Lead Advisor at Allos Investment Advisors, the subsidiary company developed by Searcy Financial Services to provide investment management with no minimums. When developing Allos, we understood that there wasn’t a need for a new generation of financial advisors, but a need for advisors who could adapt to ‘speak the language’ of the younger generation. We saw a need in the market because people are no longer waiting until they have a large amount of wealth accumulated to start investing, they are investing at an early age to set themselves up for greater success, and they want help on their own terms. John successfully helps investors find the guidance they need and utilizes technology to provide them with information how, when and where they want it.

Outside of work, John enjoys traveling and cheering on his Kansas Jayhawks. He keeps close ties with his university and is the Alumni Vice Chairman of the Delta Psi Chapter of Theta Chi Fraternity.

If you would like to meet with John to discuss your financial needs or want to help us congratulate him on his new position, feel free to reach out to him at [email protected].


Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product made reference to directly or indirectly in this content, will be profitable, equal any corresponding indicated historical performance level(s), or be suitable for you or your portfolio. Due to various factors, including changing market conditions, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this newsletter (article) serves as the receipt of, or as a substitute for, personalized investment advice from Searcy Financial Services, Inc.

The content of this letter does not constitute a tax or legal opinion. Always consult with a competent professional service provider for advice on tax or legal matters specific to your situation. To the extent that a reader has any questions regarding the applicability of any specific issue discussed in this content, he/she is encouraged to consult with the professional advisor of his/her choosing.  

Published for the blog on February 1, 2016 by Searcy Financial Services, your Overland Park, Kansas Fee-Only Financial Planner and Investment Manager.